In our view mobile is coagulating around a
small number of key platforms that will dominate the next decade - on both
mobile and on the PC web. In our opinion those platforms are Apple,
Google/Android, Nokia and Microsoft - and the health and wealth of all the
other players will depend on their relationship with these platforms. Which is why the operators and the other handset manufacturers are so keen to retain their current place in the pecking order.

For example Adobe Flash are really keen to
be the write once run anywhere development platform - but until they sort a way
of working with Apple they will struggle.

Facebook will continue to be a key player
but with 100 million mobile users we expect them to start to flex their muscles
before too long; they will remain platform agnostic but could we see them do an Apple/ Google and launch their own handset?

The operators are seeing their ondeck audience evaporate and are really keen to develop their relationships with their customers to prevent them morphing into dumb pipes - and it may be that their role in facilitating mobile advertising and content can prevent this?